Sierra Summit Advisors’s Procter & Gamble PG Stock Holding History

Sierra Summit Advisors’s Portfolio PG Stock Details PG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$839K	Sell	5,720 -78	-1%	-$11.4K	0.09%	149
2026 Q1	$837K	Buy	+5,798	New	+$879K	0.12%	135
2025 Q4	–	Sell	-10,140	Closed	-$1.56M	–	208
2025 Q3	$1.56M	Buy	10,140 +184	+2%	+$28.7K	0.24%	65
2025 Q2	$1.59M	Buy	9,956 +4,697	+89%	+$767K	0.28%	54
2025 Q1	$896K	Buy	5,259 +220	+4%	+$36.8K	0.19%	76
2024 Q4	$845K	Buy	+5,039	New	+$858K	0.17%	76

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sierra Summit Advisors's PG Position: Q2 2026 in Review

Sierra Summit Advisors reduced its Procter & Gamble (PG) stake by 1.3% in Q2 2026, selling an estimated $11.4K and leaving 5,720 shares worth $839K. The position accounts for 0.09% of the portfolio, ranked #149.

Sierra Summit Advisors first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.59M in Q2 2025. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Sierra Summit Advisors held 5,720 shares of Procter & Gamble worth $839K as of Q2 2026.
Sierra Summit Advisors sold 78 Procter & Gamble shares in Q2 2026, an estimated $11.4K.
Procter & Gamble made up 0.09% of Sierra Summit Advisors's portfolio in Q2 2026, its #149 holding.
Sierra Summit Advisors first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
Sierra Summit Advisors's Procter & Gamble position peaked at $1.59M in Q2 2025.
4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.